Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HENNION & WALSH ASSET MANAGEMENT INC | COM | 501 | $335,351 | 8,724 | 0.00 | 0.00 | 2,379 | 37.49 | 03-31-2024 |
INSIGHT FOLIOS INC | COM | 502 | $333,580 | 8,678 | 0.00 | 0.00 | 341 | 4.09 | 03-31-2024 |
LAIRD NORTON WETHERBY WEALTH MANAGEMENT LLC | COM | 503 | $331,239 | 8,617 | 0.00 | 0.00 | 6 | 0.07 | 03-31-2024 |
INDEPENDENT ADVISOR ALLIANCE | COM | 504 | $330,662 | 8,602 | 0.00 | 0.00 | 780 | 9.97 | 03-31-2024 |